5 current investment themes
Theme #2 The Shipping Slump: One of the features of the first half of the year has been the fall in global trade flows. It’s worth paying attention to trends in global trade as it reflects the state of the global economy and is a key driver for the more export oriented economies (such as China/Japan/Germany/Korea). Looking at the charts below it may seem like there is cause for concern, but given the seasonal patterns and the global growth dynamics mentioned above it makes sense to expect a concomitant improvement in global trade volumes into the second half of the year. Callum Thomas, Investment Strategist, Multi-Asset Group, shares five investment themes for the week. Read the full article here: (VIEW LINK)
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